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PH

Peter M. Hendricks

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CRD#: 242912
PH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Michael Hendricks was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1970. Peter had worked at 11 firms and has passed the Series 63, Series 5, Series 1, Series 24 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 1, 2010 - June 11, 2012

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

August 20, 2005 - May 1, 2010

BOFA DISTRIBUTORS, INC.

BD
CRD#: 30683
LOS ANGELES, CA
Past

June 14, 2005 - August 20, 2005

BACAP DISTRIBUTORS, LLC

BD
CRD#: 46088
CHARLOTTE, NC
Past

April 10, 2001 - June 14, 2005

COLUMBIA FINANCIAL CENTER INCORPORATED

BD
CRD#: 23562
PORTLAND, OR
Past

May 7, 1997 - March 13, 1998

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

November 4, 1992 - July 18, 1994

LEHMAN SPECIAL SECURITIES INC.

BD
CRD#: 7242
Past

November 4, 1992 - October 23, 1995

LEHMAN GOVERNMENT SECURITIES INC.

BD
CRD#: 19655
Past

November 4, 1992 - November 21, 1995

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

April 8, 1974 - June 28, 1991

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

February 26, 1973 - April 6, 1974

SHIELDS & COMPANY INCORPORATED

BD
CRD#: 1000003
Past

June 15, 1970 - March 5, 1973

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/17/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 3/17/1982
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 6/11/1970
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 12/29/1977
Registered Principal Examination

Current Firm


CM
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. | SELIGMAN MARKETING, INC. | SELIGMAN DISTRIBUTORS, INC. | SELIGMAN ADVISORS, INC. | RIVERSOURCE FUND DISTRIBUTORS, INC. | J & W SELIGMAN & CO. MARKETING, INC.

CRD#: 840 / SEC#: , 8-25845

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
290 Congress Street, Boston, MA 02210
Mailing Address
290 Congress Street Bx 29 20661, Boston, MA 02210
Phone number
(617) 385-9565
Established
Delaware since 04/20/1978
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
J. & W. SELIGMAN & CO. INCORPORATEDSOLE STOCKHOLDER
BUFF, STEPHEN ODONNELLVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER2143366
BUMPUS, JAMES FREDERICKDIRECTOR, VICE PRESIDENT, AND HEAD OF INTERMEDIARY MARKETS1928724
DEFAO, MICHAEL EVICE PRESIDENT, CHIEF LEGAL OFFICER AND ASSISTANT SECRETARY2687755
MATTOX, MICHAEL SCOTTCHIEF FINANCIAL OFFICER4383501
TRUSCOTT, WILLIAM FREDERICKCHAIRMAN OF THE BOARD, PRESIDENT AND CHIEF EXECUTIVE OFFICER2416857
ZEITOUN, MARC CLAUDEDIRECTOR, VICE PRESIDENT AND HEAD OF NORTH AMERICA PRODUCT2639942

Disclosures


Civil Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

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